Zortix matched this thesis to Cloud & software ETFs as one way for retail investors to get exposure. Not a recommendation.
Supersize AI exposure via venture
The bull case argued for supersizing allocations to venture and growth as the strongest way to gain exposure to the AI thematic.
Keep reading this one
You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.